DuPont Decomposition

Why does CEATLTD earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.8% = 4.5% × 1.13 × 2.76

Latest: FY2026

Profitability

Net Margin

4.5%

0.8% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.13x

1.02x →1.13x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.76x

2.80x →2.76x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.7 pp over 5 years. Driven by net margin improving (0.8% → 4.5%), asset turnover improving (1.02x → 1.13x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.8%1.022.802.2%
FY20230Cr0Cr1.7%1.162.805.4%
FY20240Cr0Cr5.5%1.182.4715.9%
FY20250Cr0Cr3.6%1.182.5710.8%
FY20260Cr0Cr4.5%1.132.7613.8%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

CEATLTD DuPont Analysis — ROE 13.8% | YieldIQ